Packard Wheeler Succession
Email address and contacts
4.8/5 1,300+ reviews
4.0/5 43 reviews
Packard Wheeler Succession company description
Packard Wheeler Succession specializes in strategies and advice to assist corporations, closely held businesses, and high net worth families achieve financial strength and transfer wealth from one generation to the next. The facts and emotions of insurance, investments, and business transfer planning are real. We help you achieve your goals on a personal level, while delivering plans for Protection, Accumulation, and Succession. Our work and experience prepares our clients to weather the challenges of business cycles and life cycles that each of us are dealt over a lifetime. We sustain leadership level performance for over 30 years and have our very own succession plan in place as a model for each of our clients to observe. Packard Wheeler Succession advisors and associates are proud to offer our care and advice at the necessary human level to help you and your family achieve financial strength and success.
Employee count
11-50
Industry
Financial ServicesHeadquarter address
12939 E Pinecroft Way, Spokane Valley, Washington 99216, US
Country
United States
Founded
1999
Company website
https://nm.com
Key Employees
- Jessica BonarChief Strategy Officer (CSO) & Chief Operations Officer (COO)
- Victoria WheelerDirector of Business Development
- Justin KriegerClient Experience Manager - Employee Benefits
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